TBLU vs OBND

Comparison between TORTOISE GLOBAL WATER ETF (TBLU, ETF) and STATE STREET(R) LOOMIS SAYLES OPPORTUNISTIC BOND ETF (OBND, ETF).

5-Year PerformanceTBLU has outperformed OBND, delivering a return of +3.8% compared to +2.2%

TBLU vs OBND - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TBLU(ETF)	OBND(ETF)
Net Assets	$56M	$56M
Expense Ratio	0.40%	0.55%
Max Drawdown	37.58%	18.73%
Sharpe Ratio	-0.29	0.62
5Y Beta	0.64	0.10
P/E Ratio	24.33	N/A
Forward P/E	19.21	N/A
PEG Ratio	1.16	N/A
5Y Dividends CAGR	28.78%	N/A
Debt to Equity	45.67%	N/A
P/S Ratio	2.59	N/A
P/B Ratio	3.47	N/A

Net Assets

Winner

TBLU

$56M

OBND

$56M

Expense Ratio

Winner

TBLU

0.40%

OBND

0.55%

Max Drawdown

TBLU

37.58%

Winner

OBND

18.73%

Sharpe Ratio

TBLU

-0.29

Winner

OBND

0.62

5Y Beta

TBLU

0.64

Winner

OBND

0.10

P/E Ratio

TBLU

24.33

OBND

N/A

Forward P/E

TBLU

19.21

OBND

N/A

PEG Ratio

TBLU

1.16

OBND

N/A

5Y Dividends CAGR

TBLU

28.78%

OBND

N/A

Debt to Equity

TBLU

45.67%

OBND

N/A

P/S Ratio

TBLU

2.59

OBND

N/A

P/B Ratio

TBLU

3.47

OBND

N/A

TBLU vs OBND - Historical Returns

Returns include dividend reinvestment.

Period	TBLU	OBND
1 month	-3.67%	-0.31%
3 months	-6.30%	+0.58%
6 months	-2.93%	+0.94%
1 year	-1.48%	+5.98%
5 years(CAGR)	+3.80%	+2.22%
10 years(CAGR)	+9.44%	N/A
Max(CAGR)	+9.44%	+2.22%

TBLU

-3.67%

Winner

OBND

-0.31%

TBLU

-6.30%

Winner

OBND

+0.58%

TBLU

-2.93%

Winner

OBND

+0.94%

TBLU

-1.48%

Winner

OBND

+5.98%

5Y(CAGR)

Winner

TBLU

+3.80%

OBND

+2.22%

10Y(CAGR)

TBLU

+9.44%

OBND

N/A

Max(CAGR)

Winner

TBLU

+9.44%

OBND

+2.22%

TBLU vs OBND - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	TBLU	OBND
2026	-2.95%	+0.83%
2025	+12.42%	+7.69%
2024	+9.92%	+5.27%
2023	+20.01%	+9.21%
2022	-25.20%	-10.99%
2021	+30.22%	+0.02%
2020	+16.37%	N/A
2019	+38.09%	N/A
2018	-12.48%	N/A
2017	+20.20%	N/A

TBLU vs OBND Drawdown Comparison

The maximum drawdown for TBLU was -37.58%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.

The maximum drawdown for OBND was -15.86%, occurring on Oct 20, 2022. Recovery took 685 trading sessions.

The current TBLU drawdown is -11.58%. The current OBND drawdown is -0.67%.

Rank	TBLU	OBND
#1	-37.58% Feb 20, 2020 - Oct 12, 2020	-15.86% Nov 9, 2021 - Aug 2, 2024
#2	-35.36% Dec 31, 2021 - Jul 31, 2024	-3.08% Mar 3, 2025 - May 30, 2025
#3	-17.25% Jan 26, 2018 - Jun 13, 2019	-2.88% Feb 26, 2026 - Apr 17, 2026
#4	-15.42% Dec 9, 2024 - May 15, 2025	-2.17% Dec 6, 2024 - Feb 24, 2025
#5	-13.17% Feb 26, 2026 - Mar 20, 2026	-1.75% Sep 24, 2024 - Dec 4, 2024
#6	-8.73% Sep 2, 2021 - Nov 9, 2021	-1.18% May 6, 2026 - May 19, 2026
#7	-8.29% Aug 22, 2025 - Jan 16, 2026	-0.93% Sep 15, 2025 - Oct 21, 2025
#8	-6.00% May 4, 2017 - Jul 20, 2017	-0.74% Aug 2, 2024 - Aug 14, 2024
#9	-5.90% Jan 13, 2021 - Mar 26, 2021	-0.72% Oct 28, 2025 - Nov 26, 2025
#10	-5.63% Oct 12, 2020 - Nov 5, 2020	-0.68% Oct 1, 2021 - Nov 5, 2021
#11	-5.54% Jul 31, 2024 - Sep 19, 2024	-0.62% Apr 17, 2026 - May 6, 2026
#12	-5.24% Jul 29, 2019 - Sep 18, 2019	-0.55% Jul 2, 2025 - Jul 21, 2025
#13	-5.01% Nov 19, 2021 - Dec 27, 2021	-0.43% Nov 28, 2025 - Dec 24, 2025
#14	-4.60% Oct 7, 2024 - Nov 6, 2024	-0.41% Aug 13, 2025 - Aug 22, 2025
#15	-4.27% Mar 1, 2017 - Apr 26, 2017	-0.40% Jan 29, 2026 - Feb 9, 2026